ASPCX Mutual Fund

ASPCX Mutual Fund

NAV$28.76
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Returns Overview

1 Month
+3.30%
3 Months
-4.53%
6 Months
+14.57%
YTD
+7.29%
1 Year
+15.56%
3 Years (annualized)
+29.48%
5 Years (annualized)
+10.41%
10 Years (annualized)
+16.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ASPCX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.29%
Peer Avg (YTD)
+8.51%
vs Peers
-1.22%

ASPCX Mutual Fund Performance

ASPCX performance across multiple time periods: 1-month 3.30%, YTD 7.29%, 1-year 15.56%, 3-year 29.48%, 5-year 10.41%, 10-year 16.18%.

ASPCX returns trail the peer average of 8.51% YTD. With an expense ratio of 2.30%, investors should weigh costs against performance when evaluating this mutual fund.

ASPCX vs another fund shows side-by-side returns. ASPCX alternatives are available in the Mutual Fund Screener.